13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001794820
申报总市值
US$2.9亿
US$2.9亿
145 檔
11.8%
根据最新整理的 13F 季度数据集，ICW Investment Advisors LLC 于 Q4 2025 结束时的管理资产规模为 US$2.9亿。该机构在本季度申报了 145 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，ICW Investment Advisors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 27 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，ICW Investment Advisors LLC 的前 5 大核心持股（包含 MSFT, AAPL, AVGO 等）合计占整体申报市值的 11.8%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.04% | +1.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.74% | +0.26% | +0.63% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.31% | +0.35% | +0.33% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.21% | +0.30% | -44.65% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 2.16% | -0.01% | — | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.13% | +0.18% | +0.16% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.08% | +0.27% | -2.19% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.07% | +0.24% | +20.84% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.03% | +0.23% | -1.78% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.97% | +0.37% | +0.20% | |
| 11 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.79% | +0.11% | -1.68% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.76% | +0.19% | +5.59% | |
| 13 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.73% | -0.07% | -2.36% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.72% | -0.21% | -2.13% | |
| 15 | COR | Cencora Inc | 股票-医疗保健 | 1.63% | -0.20% | -0.84% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.60% | -0.22% | -0.97% | |
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.41% | -0.13% | -0.90% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.34% | — | -0.69% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.32% | -0.16% | -0.22% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.25% | +0.08% | +1.24% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.24% | +0.03% | -0.86% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工业 | 1.23% | -0.40% | -1.00% | |
| 23 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.22% | +0.05% | -0.25% | |
| 24 | ROST | Ross Stores Inc | 股票-周期性消费 | 1.21% | -0.08% | -2.61% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | +0.10% | +30.79% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.20% | -0.20% | -0.95% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.19% | -0.19% | +0.24% | |
| 28 | LIN | Linde plc | 股票-原材料 | 1.16% | +0.01% | +0.95% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | -0.35% | +0.27% | |
| 30 | AMGN | Amgen Inc | 股票-医疗保健 | 1.09% | — | -0.78% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工业 | 1.07% | -0.24% | +0.61% | |
| 32 | GD | General Dynamics CORP | 股票-工业 | 1.06% | -0.01% | -1.57% | |
| 33 | FAST | Fastenal Co | 股票-工业 | 1.04% | — | -0.43% | |
| 34 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.03% | — | +1.16% | |
| 35 | RMD | Resmed Inc | 股票-医疗保健 | 1.01% | -0.16% | -2.97% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.95% | -0.05% | +0.68% | |
| 37 | LHX | L3harris Technologies Inc | 股票-工业 | 0.91% | -0.19% | -0.38% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.90% | +0.03% | +0.30% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.26% | -0.15% | |
| 40 | APH | Amphenol Corp-cl A | 股票-科技 | 0.86% | +0.29% | -0.58% | |
| 41 | ITW | Illinois Tool Works | 股票-工业 | 0.85% | — | +0.56% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.84% | -0.01% | -1.51% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.82% | +0.17% | -0.53% | |
| 44 | DCI | Donaldson Co Inc | 股票-工业 | 0.80% | +0.01% | -2.38% | |
| 45 | DOV | Dover CORP | 股票-工业 | 0.76% | +0.03% | -0.26% | |
| 46 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.75% | -0.16% | -0.85% | |
| 47 | O | Realty Income CORP | 股票-房地产 | 0.74% | -0.01% | +2.12% | |
| 48 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.73% | +0.04% | +1.15% | |
| 49 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 0.72% | -0.01% | -0.78% | |
| 50 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.72% | +0.06% | -4.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.20% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.4% | +20.84% | 加仓 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +30.79% | 加仓 |
| 4 | AAPL | Apple Inc | +0.2% | +0.63% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +5.59% | 加仓 |
| 6 | ROST | Ross Stores Inc | +0.2% | -2.61% | 减仓 |
| 7 | AMGN | Amgen Inc | +0.2% | -0.78% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.69% | 减仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -1.58% | 减仓 |
| 10 | AVGO | Broadcom Inc | +0.1% | +0.33% | 加仓 |
| 11 | COR | Cencora Inc | +0.1% | -0.84% | 减仓 |
| 12 | DOV | Dover CORP | +0.1% | -0.26% | 减仓 |
| 13 | WMT | Walmart Inc | +0.1% | -0.97% | 减仓 |
| 14 | EXPD | Expeditors Intl Wash Inc | +0.1% | -4.25% | 减仓 |
| 15 | RTX | Rtx CORP | +0.1% | +0.68% | 加仓 |
| 16 | JKHY | Jack Henry & Associates Inc | +0.1% | -1.49% | 减仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.27% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.24% | 加仓 |
| 19 | TJX | Tjx Companies Inc | +0.1% | -0.90% | 减仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +0.16% | 加仓 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | -0.58% | 减仓 |
| 22 | DHR | Danaher CORP | +0.1% | +0.37% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +24.74% | 加仓 |
| 24 | ABBV | Abbvie Inc | 0% | -1.78% | 减仓 |
| 25 | CASY | Casey's General Stores Inc | -0.1% | -1.68% | 减仓 |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -1.51% | 减仓 |
| 27 | MO | Altria Group Inc | -0.1% | -0.86% | 减仓 |
| 28 | DGX | Quest Diagnostics Inc | -0.1% | +1.15% | 加仓 |
| 29 | SHW | Sherwin-williams Co/the | -0.1% | -0.25% | 减仓 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -0.53% | 减仓 |
| 31 | ABT | Abbott Laboratories | -0.1% | -0.22% | 减仓 |
| 32 | NOC | Northrop Grumman CORP | -0.1% | -1.00% | 减仓 |
| 33 | LIN | Linde plc | -0.1% | +0.95% | 加仓 |
| 34 | CLX | Clorox Company | -0.1% | -2.10% | 减仓 |
| 35 | ORCL | Oracle CORP | -0.1% | +4.44% | 加仓 |
| 36 | MSFT | Microsoft CORP | -0.1% | +1.73% | 加仓 |
| 37 | COST | Costco Wholesale CORP | -0.1% | -2.13% | 减仓 |
| 38 | ADP | Automatic Data Processing | -0.1% | +1.24% | 加仓 |
| 39 | RMD | Resmed Inc | -0.2% | -2.97% | 减仓 |
| 40 | HD | Home Depot Inc | -0.2% | -0.86% | 减仓 |
| 41 | FAST | Fastenal Co | -0.2% | -0.43% | 减仓 |
| 42 | FISV | Fiserv Inc | -0.3% | -13.33% | 减仓 |
| 43 | ORLY | O'reilly Automotive Inc | -0.4% | -2.36% | 减仓 |
| 44 | LLY | Eli Lilly & Co | -0.6% | -44.65% | 减仓 |
| 45 | UL | Unilever PLC | — | EXIT | 清仓 |
| 46 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 47 | KMB | Kimberly-clark CORP | — | EXIT | 清仓 |
| 48 | PGR | Progressive CORP | — | NEW | 新建仓 |
| 49 | ETN | Eaton Corporation plc | — | NEW | 新建仓 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，ICW Investment Advisors LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.9亿，共申报了 145 个公开持股仓位。
在 Q4 2025 季度，ICW Investment Advisors LLC 按市值排列的前三大核心持股分别为：MSFT (2.9%)、AAPL (2.7%)、AVGO (2.3%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.9% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
UL
市值: US$174.6万
本季最大获利了结 / 清仓标的
UL
前期市值: US$180.7万
在 Q4 2025 季度中，ICW Investment Advisors LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 17 个仓位、减仓 27 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。